Normalize agent instructions and workplan frontmatter (STATE-WP-0067)

- Align agent files with on-disk workplan prefixes (infer from workplan ids)
- Set workplan domain to registered domain_slug; add topic_slug where applicable
- Repair frontmatter delimiter formatting; migrate legacy task status literals
- Regenerate AGENTS.md, CLAUDE.md, and .claude/rules from State Hub templates

.claude/rules/agents.md

@@ -0,0 +1,20 @@
+## Kaizen Agents
+
+Specialized agent personas available on demand via the state-hub MCP.
+
+**Discover:** `list_kaizen_agents()` — returns all agents with name, description, category
+**Load:** `get_kaizen_agent("tdd-workflow")` — returns full instructions; read and follow them
+
+Common agents:
+
+| Agent | Category | When to use |
+|-------|----------|-------------|
+| `tdd-workflow` | testing | Step-by-step TDD8 workflow for any feature |
+| `code-refactoring` | quality | Code quality analysis and safe refactoring |
+| `test-maintenance` | testing | Diagnose and fix failing tests |
+| `requirements-engineering` | process | Prevent interface/mock mismatches upfront |
+| `keepaTodofile` | process | Maintain TODO.md during work |
+| `project-management` | process | Track status, determine next steps |
+| `datamodel-optimization` | quality | Optimize dataclasses and data structures |
+
+All 17 agents: call `list_kaizen_agents()` for the full list.

.claude/rules/architecture.md

@@ -0,0 +1,8 @@
+## Architecture
+
+<!-- TODO: Describe the key design decisions and component structure.
+     Key modules, data flows, external integrations, state machines, etc. -->
+
+## Quick Reference
+
+`~/state-hub/mcp_server/TOOLS.md` — MCP tool reference

.claude/rules/first-session.md

@@ -0,0 +1,38 @@
+## First Session Protocol
+
+Triggered when `get_domain_summary("infotech")` shows **no workstreams**.
+The project is registered but work has not yet been structured.
+
+**Step 1 — Read, don't write**
+- `~/the-custodian/canon/projects/infotech/project_charter_v0.1.md` — purpose, scope
+- `~/the-custodian/canon/projects/infotech/roadmap_v0.1.md` — planned phases
+- Scan repo root: README, directory structure, existing code or docs
+
+**Step 2 — Survey in-progress work**
+Look for TODOs, open branches, half-finished files. Note done vs. started but incomplete.
+
+**Step 3 — Propose workstreams to Bernd**
+Propose 1–3 workstreams — each a coherent strand, weeks to months, anchored to a
+roadmap phase. **Wait for approval before creating.**
+
+**Step 4 — Create workplan file first, then DB record (ADR-001)**
+```
+workplans/IDENTITY-WP-NNNN-<slug>.md   ← write this first
+```
+Then register in the hub:
+```
+create_workstream(topic_id="fe2aaa78-9c20-4feb-b3d2-4fe0529572a3", title="...", owner="...", description="...")
+create_task(workstream_id="<id>", title="...", priority="high|medium|low")
+```
+
+**Step 5 — Record the setup**
+```
+add_progress_event(
+    summary="First session: structured infotech into N workstreams, M tasks",
+    event_type="milestone",
+    topic_id="fe2aaa78-9c20-4feb-b3d2-4fe0529572a3",
+    detail={"workstreams": [...], "tasks_created": M}
+)
+```
+
+<!-- Delete or archive this file once past first session -->

.claude/rules/repo-boundary.md

@@ -0,0 +1,8 @@
+## Repo boundary
+
+This repo owns **identity-canon** only. It does not own:
+
+<!-- TODO: List what belongs in adjacent repos, e.g.:
+- SSH key management → railiance-infra/
+- State hub code     → state-hub/
+-->

.claude/rules/repo-identity.md

@@ -0,0 +1,5 @@
+**Purpose:** Othogonal vocabulary and canonical model for identity related concepts.
+
+**Domain:** infotech
+**Repo slug:** identity-canon
+**Topic ID:** fe2aaa78-9c20-4feb-b3d2-4fe0529572a3

.claude/rules/session-protocol.md

@@ -0,0 +1,85 @@
+## Session Protocol
+
+Dev Hub (State Hub API): http://127.0.0.1:8000
+MCP server name in `~/.claude.json`: `dev-hub`
+
+**Step 1 — Orient**
+
+Read the offline-safe brief first — it works without a live hub connection:
+```bash
+cat .custodian-brief.md
+```
+Then call the MCP tool for richer cross-domain context when MCP tools are exposed:
+```
+get_domain_summary("infotech")
+```
+If MCP tools are unavailable in the current agent session, use the REST API:
+```bash
+curl -s "http://127.0.0.1:8000/state/summary" | python3 -m json.tool
+```
+If the hub is offline: `cd ~/state-hub && make api`
+
+**Step 2 — Check inbox**
+With MCP tools:
+```
+get_messages(to_agent="identity-canon", unread_only=True)
+```
+Mark read with `mark_message_read(message_id)`. Reply or act on coordination
+requests before proceeding.
+
+Without MCP tools:
+```bash
+curl -s "http://127.0.0.1:8000/messages/?to_agent=identity-canon&unread_only=true" \
+  | python3 -m json.tool
+curl -s -X PATCH "http://127.0.0.1:8000/messages/<id>/read" \
+  -H "Content-Type: application/json" -d '{}'
+```
+
+**Step 3 — Scan workplans**
+```bash
+ls workplans/
+```
+For each file with `status: ready`, `active`, or `blocked`, note pending
+`wait`/`todo`/`progress` tasks.
+
+**Step 4 — Present brief**
+
+1. **Active workstreams** for `infotech` — title, task counts, blocking decisions
+2. **Pending tasks** from `workplans/` + any `[repo:identity-canon]` hub tasks
+3. **Goal guidance** — if `goal_guidance` in summary:
+   - `needs_workplan`: surface as top action — *"Repo goal '{title}' has no workplan yet"*
+   - `alignment_warnings`: flag if active work is not aligned with current goal
+4. **Suggested next action** — highest-priority open item
+5. **SBOM status** — flag if `last_sbom_at` is unset for this repo
+
+If no workstreams: follow First Session Protocol (`first-session.md`).
+
+**During work:** `record_decision()` · `add_progress_event()` · `resolve_decision()`
+
+> State Hub is a *read model*. Bootstrap tools (`create_workstream`, `create_task`)
+> are First Session Protocol only. Work structure belongs in repo files (ADR-001).
+
+**Session close:**
+With MCP tools:
+```
+add_progress_event(summary="...", topic_id="fe2aaa78-9c20-4feb-b3d2-4fe0529572a3", workstream_id="<uuid>")
+```
+Without MCP tools:
+```bash
+curl -s -X POST http://127.0.0.1:8000/progress/ \
+  -H "Content-Type: application/json" \
+  -d '{"topic_id":"fe2aaa78-9c20-4feb-b3d2-4fe0529572a3","workstream_id":"<uuid>","event_type":"note","summary":"what changed","author":"codex"}'
+```
+If workplan files were modified, ensure the local copy is up to date first:
+```bash
+git -C <repo_path> pull --ff-only
+cd ~/state-hub && make fix-consistency REPO=identity-canon
+```
+For repos where implementation runs on a remote machine (e.g. CoulombCore),
+use the combined target which pulls before fixing:
+```bash
+cd ~/state-hub && make fix-consistency-remote REPO=identity-canon
+```
+**C-15** (DB task ahead of file) is normal in multi-machine workflows — writeback
+will sync the file to match DB.  **C-16** (repo behind remote) blocks all writes
+until you pull — intentional to prevent clobbering remote progress.

.claude/rules/stack-and-commands.md

@@ -0,0 +1,19 @@
+## Stack
+
+<!-- TODO: Fill in language, frameworks, and key dependencies -->
+- **Language:**
+- **Key deps:**
+
+## Dev Commands
+
+```bash
+# TODO: Fill in the standard commands for this repo
+
+# Install dependencies
+
+# Run tests
+
+# Lint / type check
+
+# Build / package (if applicable)
+```

.claude/rules/workplan-convention.md

@@ -0,0 +1,40 @@
+## Workplan Convention (ADR-001)
+
+File location: `workplans/IDENTITY-WP-NNNN-<slug>.md`
+ID prefix: `IDENTITY-WP-`
+
+Work items originate as files in this repo **before** being registered in the hub.
+
+Canonical workplan/workstream frontmatter statuses are:
+`proposed`, `ready`, `active`, `blocked`, `backlog`, `finished`, `archived`.
+Use `proposed` for a newly drafted plan, `ready` after review against current
+repo state, and `finished` when implementation is complete. `stalled` and
+`needs_review` are derived health labels, not stored statuses.
+
+Closed workplans may be moved to `workplans/archived/` with a completion-date
+prefix: `YYMMDD-IDENTITY-WP-NNNN-<slug>.md`. The frontmatter id remains
+unchanged; the prefix is only for quick visual reference.
+
+Small opportunistic tasks discovered during another session use **Ad Hoc Tasks**:
+`workplans/ADHOC-YYYY-MM-DD.md`, workstream slug `adhoc-YYYY-MM-DD`, and task ids
+`ADHOC-YYYY-MM-DD-T01`, `T02`, etc. Use adhocs only for low-risk work completed
+directly. Promote anything requiring analysis, design, approval, dependencies, or
+multiple planned phases into a normal workplan.
+
+Ecosystem todos from other agents arrive as `[repo:identity-canon]` hub tasks —
+visible at session start. Pick one up by creating the workplan file, then registering
+the workstream.
+
+Task blocks use this shape:
+
+```task
+id: IDENTITY-WP-NNNN-T01
+status: wait | todo | progress | done | cancel
+priority: high | medium | low
+state_hub_task_id: "<uuid>"         # written by fix-consistency — do not edit
+```
+
+Status progression is `todo` → `progress` → `done`; use `wait` for waiting or
+blocked work and `cancel` for stopped work.
+
+<!-- Ralph Loop rules and HEUREKA sequence: ~/.claude/CLAUDE.md — do not duplicate here -->

AGENTS.md

@@ -2,9 +2,9 @@
 
 ## Repo Identity
 
-**Purpose:** Orthogonal vocabulary and canonical model for identity-related concepts.
+**Purpose:** Othogonal vocabulary and canonical model for identity related concepts.
 
-**Domain:** canon
+**Domain:** infotech
 **Repo slug:** identity-canon
 **Topic ID:** `fe2aaa78-9c20-4feb-b3d2-4fe0529572a3`
 **Workplan prefix:** `IDENTITY-WP-`
@@ -151,6 +151,11 @@ every repo's agent instructions because it is high-frequency, high-risk, and eas
 get wrong.
 
 **Canon:** `~/ops-warden/wiki/CredentialRouting.md` · catalog `~/ops-warden/registry/routing/catalog.yaml`
+
+<!-- REPO-AGENTS-EXTENSIONS -->
+<!-- Append repo-specific agent instructions below this marker.
+     The state-hub template sync preserves content after this line. -->
+
 ---
 
 ## Workplan Convention (ADR-001)
@@ -176,7 +181,7 @@ anything needing analysis, design, approval, dependencies, or multiple phases.
 id: IDENTITY-WP-NNNN
 type: workplan
 title: "..."
-domain: canon
+domain: infotech
 repo: identity-canon
 status: proposed | ready | active | blocked | backlog | finished | archived
 owner: codex
@@ -212,67 +217,3 @@ To create a new workplan:
 1. Write the file following the format above
 2. Notify the custodian operator to run `make fix-consistency REPO=identity-canon`
    (or send a message to the hub agent via `POST /messages/`)
-
----
-
-## Local Developer Workflow
-
-This repository is currently documentation-only. There is no package manifest,
-runtime application, build system, executable test suite, or formatter/linter
-configuration checked in.
-
-### Install
-
-No install step is required for normal repository work.
-
-### Build
-
-No build step exists. Treat Markdown and workplan edits as source artifacts.
-
-### Test / lint
-
-There is no project test runner or markdown linter configured yet. Use these
-checks before closing a change:
-
-```bash
-# Confirm the repository file inventory still looks intentional
-rg --files
-
-# Catch whitespace errors in tracked and staged diffs
-git diff --check
-```
-
-When workplan files change, sync ADR-001 file state into State Hub:
-
-```bash
-curl -s -X POST "http://127.0.0.1:8000/repos/identity-canon/sync?fix=true" \
-  | python3 -m json.tool
-```
-
-If the HTTP sync endpoint is unavailable, run the consistency script from the
-State Hub checkout:
-
-```bash
-cd ~/state-hub
-.venv/bin/python scripts/consistency_check.py --repo identity-canon --fix
-.venv/bin/python scripts/consistency_check.py --repo identity-canon
-```
-
-The generated instruction in older workplans says `make fix-consistency
-REPO=identity-canon`; that is still valid when `uv` is installed and on PATH.
-On this workstation, the `.venv/bin/python` fallback has been verified.
-
-### Run
-
-There is no local service to run from this repository.
-
-### Documentation Review Checklist
-
-- Keep `INTENT.md`, `SCOPE.md`, and `ResearchProposal.md` aligned on the
-  repository's research-only boundary.
-- Keep source-backed observations in `research/` and canonical candidate terms
-  in `terminology/`, `canon/`, `model/`, and `scenarios/`.
-- Mark draft concepts as candidate or draft until source notes contain real
-  references and extracted terminology.
-- Record implementation ideas in `DownstreamRecommendations.md`, not as code in
-  this repository.

CLAUDE.md

@@ -0,0 +1,12 @@
+# identity-canon — Claude Code Instructions
+
+@SCOPE.md
+@.claude/rules/repo-identity.md
+@.claude/rules/session-protocol.md
+@.claude/rules/first-session.md
+@.claude/rules/workplan-convention.md
+@.claude/rules/stack-and-commands.md
+@.claude/rules/architecture.md
+@.claude/rules/repo-boundary.md
+@.claude/rules/credential-routing.md
+@.claude/rules/agents.md

workplans/IDENTITY-WP-0001-statehub-bootstrap.md

@@ -2,7 +2,7 @@
 id: IDENTITY-WP-0001
 type: workplan
 title: "Bootstrap State Hub integration"
-domain: canon
+domain: infotech
 repo: identity-canon
 status: finished
 owner: codex

workplans/IDENTITY-WP-0002-research-proposal-follow-up.md

@@ -2,7 +2,7 @@
 id: IDENTITY-WP-0002
 type: workplan
 title: "Research proposal follow-up: initial canon scaffold"
-domain: canon
+domain: infotech
 repo: identity-canon
 status: finished
 owner: codex

workplans/IDENTITY-WP-0003-corpus-backfill-model-refinement.md

@@ -2,7 +2,7 @@
 id: IDENTITY-WP-0003
 type: workplan
 title: "Research corpus backfill and model refinement"
-domain: canon
+domain: infotech
 repo: identity-canon
 status: finished
 owner: codex